Interpublic Group of Companies, Inc. (IPG)

In the past six months, a major event impacting IPG's stock has been the impending acquisition by Omnicom Group, expected to close in late November 2025. Omnicom's Q3 2025 earnings report discussed the progress of the IPG acquisition, noting that acquisition-related costs impacted Omnicom's operating income and SG&A expenses. IPG reported Q2 2025 revenues of $2.17 billion, a 6.6% year-on-year decrease, but beat analysts' EPS estimates, with its stock up 9.3% since that earnings report. Interpublic Group was also scheduled to release its Q3 earnings after the market close on October 28, 2025.

Interpublic Group's business experiences seasonality in demand, typically utilizing cash from working capital during the first nine months of the year, with the most significant impact in the first quarter. IPG tends to generate cash from working capital in the fourth quarter due to seasonally strong media spending by its clients. Client concentration also poses a risk, as IPG's top ten clients accounted for almost 20% of net revenues in 2023 and 2022.

Interpublic Group (IPG) is an American publicly traded advertising company specializing in consumer advertising, digital marketing, public relations, and related disciplines. IPG operates by acquiring smaller advertising agencies and integrating them as subsidiaries, with major networks including FCB, IPG Mediabrands, McCann Worldgroup, MullenLowe Group, and Marketing Specialists. IPG offers services such as media planning and buying, digital media, branded content, data and technology solutions, e-commerce, mobile marketing, social media, and healthcare communications. Acxiom, acquired in 2018, contributes expertise in data.

Interpublic Group has a significant global presence, with offices in more than 100 countries and over 90 operating units, employing over 57,000 people. IPG Mediabrands has over 13,000 media and marketing specialists across more than 130 countries. IPG Health includes over 45 agencies and more than 6,500 people across six continents, including North America, Europe, APAC, LATAM, the Middle East, and Africa.

In the past year, Interpublic Group has maintained a strong brand reputation, receiving honors for its ESG efforts, including recognition on the Dow Jones Sustainability Index and the Human Rights Campaign Foundation's Corporate Equality Index. IPG companies won more honors than any other agency group at the Ad Age A-List & Creativity Awards and were named the global agency partner for Bayer Consumer Health. Additionally, IPG companies were honored at ADWEEK's Team Visionary Awards.

As of September 26, 2025, Corient Private Wealth LLC held 83,932 shares, while Texas Permanent School Fund Corp held 22,352 shares. Osaic Holdings Inc. held 70,837 shares as of September 4, 2025, and Caxton Associates LLP held 313,202 shares as of August 18, 2025. Other institutional holders include Nomura Holdings Inc. and Kestra Investment Management LLC.